What is Coefficient?
Coefficient connects Google Sheets and Excel to live data from business systems. It eliminates manual data exports by syncing information automatically on a scheduled basis. Teams use it to build reports and dashboards without relying on engineering resources.
Coefficient provides a no-code integration layer between spreadsheets and various business applications. Users can pull data from platforms like Salesforce, HubSpot, and numerous databases directly into their preferred spreadsheet environment. The tool supports automated refreshes, ensuring that reports always reflect current information without manual intervention. It also allows users to push updates back to source systems from the spreadsheet interface. This bidirectional capability makes it suitable for maintaining data consistency across tools. Revenue operations teams often adopt it to streamline reporting workflows and reduce dependency on technical staff.
Ideal Customer Profile
Revenue operations and finance teams that rely heavily on spreadsheets for reporting and want to automate data flows from their core business systems.
Key Features
- Live data connection to Google Sheets and Excel
- Pre-built connectors for CRMs and databases
- Automated scheduled refreshes
- Bidirectional data sync to source systems
- No-code setup requiring no SQL knowledge
- Pivot table and dashboard creation
- Alerts and notifications based on data changes
- Support for Salesforce, HubSpot, and other platforms
How to use Coefficient
Teams install the add-on for Google Sheets or Excel, then connect their data sources through the built-in catalog. From there, they select the objects and fields to import, set a refresh schedule, and build reports using standard spreadsheet functions.
Pricing
Pricing details are available on the vendor website with plans based on data source connections and refresh frequency.
